David UnzickerCRD Number: 1811254
Current Firm: Cordant, Inc.
David Unzicker (CRD# 1811254) is an Investment Advisor Representative working at Cordant, Inc. in Portland, OR and has over 4 years of experience in the finance industry.
Secondhalf Planning & Investment, LLC
Smb Financial Services, Inc.
Cable Hill Partners, LLC
|Self Employed||Beaverton, OR||Apr 2012 - Current||6|
|Beaverton School District||Beaverton, OR||Apr 2008 - Dec 2012||4|
|Retired||Beaverton, OR||Mar 2007 - Apr 2008||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||May 2014|
Total Assets Under Management165MILLIONS
Total Number of Accounts455ACCOUNTS
Average Account Value$361,544
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, OR, TX, WA